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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Azimuth Capital Management
Michigan
$10.4M +$10.4M +384,200 New
Wells Fargo
2
Wells Fargo
California
$4.02M +$217K +8,036 +6%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$3.94M +$1.44M +53,420 +58%
CIM
4
Confluence Investment Management
Missouri
$3.9M -$33.3K -1,233 -0.8%
PWM
5
Praetorian Wealth Management
California
$2.7M +$410K +15,204 +18%
Morgan Stanley
6
Morgan Stanley
New York
$2.44M +$1.34M +49,776 +124%
US Bancorp
7
US Bancorp
Minnesota
$2M +$802K +29,749 +68%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M -$31.4K -1,166 -2%
Bank of America
9
Bank of America
North Carolina
$1.77M -$337K -12,505 -16%
LF
10
Lee Financial
Texas
$1.39M – – –
CTC
11
Central Trust Company
Missouri
$1.16M +$2.7K +100 +0.2%
Jane Street
12
Jane Street
New York
$1.14M -$363K -13,476 -24%
PA
13
Prism Advisors
California
$998K +$275K +10,215 +38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$918K +$198K +7,355 +28%
Stifel Financial
15
Stifel Financial
Missouri
$908K +$122K +4,507 +16%
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$897K +$340K +12,600 +61%
UBS Group
17
UBS Group
Switzerland
$784K +$121K +4,489 +18%
RJA
18
Raymond James & Associates
Florida
$658K -$2.4K -89 -0.4%
CA
19
CGN Advisors
Kansas
$629K +$626K +23,220 New
Citadel Advisors
20
Citadel Advisors
Florida
$607K +$604K +22,409 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$603K +$601K +22,291 New
SSB
22
Sandy Spring Bank
Maryland
$554K +$104K +3,875 +23%
RFC
23
Regions Financial Corp
Alabama
$540K -$4.02K -149 -0.7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$531K +$43.7K +1,620 +9%
SPA
25
Sentinel Pension Advisors
Massachusetts
$479K -$153K -5,689 -24%
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